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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,859 | $65,712-27.2% | $57,196-16.3% | $273,972-82.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.08% | 22.01%-10.9pp | 14.59%-3.5pp | 41.46%-30.4pp |
| Employer contribution / active EE | $4,189 | $3,280+27.7% | $2,683+56.1% | $4,869-14.0% |
| Participant deferral / active EE | $4,230 | $3,782+11.9% | $3,096+36.6% | $5,287-20.0% |
| Admin fee / account holder | $3,153 | $4,838-34.8% | $3,141+0.4% | $10,133-68.9% |